Filed December 18, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,954 | $51,576+72.5% | $129,207-31.2% | $80,856+10.0% |
| Participation rate | 58.2% | 57.0%+1.2pp | 69.6%-11.4pp | 67.6%-9.4pp |
| Annual return | 15.25% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,863 | $1,584+17.6% | $4,153-55.1% | $2,755-32.4% |
| Participant deferral / active EE | $3,551 | $2,669+33.1% | $4,168-14.8% | $4,296-17.3% |
| Admin fee / account holder | $10,040 | $4,305+133.2% | $7,715+30.1% | $6,918+45.1% |